Oshkosh Corporation (OSK)vsZIM Integrated Shipping Services Ltd (ZIM)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
ZIM
ZIM Integrated Shipping Services Ltd
$26.01
-0.15%
INDUSTRIALS · Cap: $3.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 51% more annual revenue ($10.42B vs $6.90B). ZIM leads profitability with a 6.9% profit margin vs 6.2%. ZIM trades at a lower P/E of 6.5x. OSK earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
ZIM
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Margin of Safety
+65.4%
Fair Value
$61.02
Current Price
$26.01
$35.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
6.9% margin — thin
Revenue declined 31.5%
Earnings declined 93.2%
Operating margin of -2.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : ZIM
The strongest argument for ZIM centers on P/E Ratio, Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : ZIM
The primary concerns for ZIM are Profit Margin, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ZIM carries more volatility with a beta of 1.46 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSK scores higher overall (48/100 vs 45/100). ZIM offers better value entry with a 65.4% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
ZIM Integrated Shipping Services Ltd
INDUSTRIALS · MARINE SHIPPING · USA
ZIM Integrated Shipping Services Ltd., provides container shipping and related services in Israel and internationally. The company is headquartered in Haifa, Israel.
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